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Default Invest Goal

General questions about using Fund Manager that do not fit into any other forum.

Postby Ilikemybu » Wed Feb 17, 2021 6:34 am

Is there a way to set the default investment goal for imported investments, it seems to always go to a certain one.
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Postby Mark » Wed Feb 17, 2021 8:14 am

Sorry, no. It will go to the topmost position if not somehow specified during import.
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Mark
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Postby Ilikemybu » Wed Feb 17, 2021 1:05 pm

thx, so if I want it to default to a certain goal, just put that goal at the top of the list?
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Postby Mark » Wed Feb 17, 2021 2:06 pm

Yes, under "Options / Category Labels...", the top entry in each category would be the default.
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Mark
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Postby Ilikemybu » Thu Mar 04, 2021 6:16 am

I'm finding that the default is not the top one in the list. It seems unchanged from the original despite which one I have at the top of the list.
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Postby Mark » Thu Mar 04, 2021 6:40 am

How are you creating a new investment, where this isn't the default?
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Mark
Fund Manager - Portfolio Management Software
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Postby Ilikemybu » Thu Mar 04, 2021 1:45 pm

They are being created by importing transactions, (create new investments as needed)
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Postby Mark » Thu Mar 04, 2021 4:34 pm

If you've re-ordered the categories that would cause this. The default is the top one, before any re-ordering is done.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Ilikemybu » Fri Mar 05, 2021 10:59 am

So it is incorrect that if you want to change the default, put it at the top of the list as we discussed above.
Ilikemybu
 
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Postby Mark » Fri Mar 05, 2021 11:36 am

Yes, that is incorrect. It is the top one of the default list (before you make any changes). You can't put one at the top, and make that the default. You can rename the top one, and it will still be the default.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
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